Unclaimed
David Fare is a financial advisor with over 30 years of experience in the industry. David is currently registered with Franklin Distributors, LLC and has been with the firm since December 2005. David has held previous roles at Citigroup Global Markets Inc. and Lehman Brothers Inc. David is licensed to sell securities in all 50 states and the District of Columbia. He holds the Series 7, Series 63, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
12/01/2005 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
07/31/1993 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/21/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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